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iShares National Muni Bond ETF

1,364 hedge funds and large institutions have $32.7B invested in iShares National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 599 increasing their positions, 458 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,364
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
19.77%
Holding in Top 10
118
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-10.61%
% of All Funds
1.71%
New
111
Increased
599
Reduced
458
Closed
95
Calls
$186M
Puts
$237M
Net Calls
-$51M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
SFP
1051
Shepherd Financial Partners
Massachusetts
$367K
AHIA
1052
Andrew Hill Investment Advisors
Florida
$366K -$19.4K -180 -5%
EK
1053
Evensky & Katz
Florida
$365K -$97.5K -905 -21%
SAW
1054
Signal Advisors Wealth
Michigan
$363K +$363K +3,378 New
EWA
1055
ERTS Wealth Advisors
Michigan
$363K -$55.3K -514 -13%
WP
1056
WealthPLAN Partners
Nebraska
$363K
CAM
1057
Cozad Asset Management
Illinois
$361K -$44.1K -410 -11%
OCM
1058
Objective Capital Management
Ohio
$360K
D
1059
Diversified
Delaware
$358K -$73.2K -680 -17%
LFP
1060
Lakeshore Financial Planning
Michigan
$353K -$38.3K -356 -10%
GIA
1061
Gladstone Institutional Advisory
Florida
$353K -$9.04K -84 -2%
TC
1062
Tenret Company
Florida
$352K
BFA
1063
Bright Financial Advisors
Michigan
$350K +$350K +3,295 New
EPP
1064
ETF Portfolio Partners
Kansas
$347K
BWP
1065
BSW Wealth Partners
Colorado
$346K -$15.3K -142 -4%
WSWA
1066
Warren Street Wealth Advisors
California
$346K -$3.23K -30 -0.9%
ODA
1067
One Degree Advisors
California
$345K -$39.3K -364 -10%
OFS
1068
OneAscent Financial Services
Alabama
$345K -$13.8K -128 -4%
FPGK
1069
Financial Partners Group (Kansas)
Kansas
$344K +$41.4K +385 +14%
EBT
1070
Enterprise Bank & Trust
Massachusetts
$343K
WC
1071
Whitney & Co
New York
$341K +$71.9K +668 +27%
EWM
1072
Executive Wealth Management
Michigan
$337K +$1.61K +15 +0.5%
BO
1073
Bank OZK
Arkansas
$336K +$75.6K +703 +29%
TW
1074
TrinityPoint Wealth
Connecticut
$335K -$6.13K -57 -2%
FCA
1075
FLC Capital Advisors
California
$335K